By default you already have the following Activities set up that you can use:

  • Note

  • Meeting

  • Outbound Call

  • Inbound Call

Step 1: To create new Activity types, click Platform from your Dashboard. 

Step 2: Click Activities from the drop down menu. On the main Activity page, you'll see a list of your scheduled Activities. 

Step 3: Click Activity Types to see your list of types and to create a new one.

Step 4: Click Create Activity.

Step 5: Name your Activity and then build out the fields that you'd like your Team Members to log. You may choose from a list of custom fields which you've already created or you may create new "Activity Fields" to be used just on this activity. These "Activity Fields" will be read-only once logged and will show on the timeline for the contact, company, or deal for this activity.

If you want to provide reference details for your team members while logging activities, you may place custom fields which have data already. This data will pre-populate these custom fields.

Step 6: Select which users should be notified when an Activity is logged and which method(s) should be used for notification.

On your Activity you can include basic contact information, custom contact fields, custom company fields, and other Activity-specific fields that you'd like to gather. 

Note: Custom fields included in your Activity will be updated automatically on the Contact or Company record upon submission of that Activity. Company custom fields will also be updated when submitting the Activity on an employee of that Company.

Activity-specific fields can be created from the following field types: 

  • Rating

  • Short Text

  • Long Text

  • Drop Down 

  • Number

  • Multiple Choice

  • Yes/No Question

  • File Uploader

  • Activity Date

  • Contacts (where you have the ability to link to other Contacts in KIZEN)

To add a field, click Add Field

By default, all new Activities Types will have a dynamic Notes field added as the last field of the Activity. 

When logging an Activity, you can tag Team Members within this Notes field to ensure the right person is made aware of the right information. 

Click Save before leaving the Overview tab.

Step 7: Set up rules on the Rules tab to remove clutter. 

Field Rules are used to adjust what fields team members see dependent on how they've answered previous questions and Page Rules allow you to create a dynamic redirect dependent on how your fields are answered.

For example, if your team member selects answer A on question 1, then question 2 can be shown or hidden. Also, in the same case, if your team member answers A on question 1, after activity submission they can be redirected to a specific page, such as a calendar interface to streamline your scheduling workflow.

  • To set up a Rule, click + Add Rule. 

  • Set up your "When/Then" statements. You can add multiple "when" conditions for your rules by clicking the + sign and choosing whether you'd like to use AND logic, or OR logic. You can choose multiple results if your conditions are met by clicking the + sign. 

  • To add multiple rules, click + Add Rule. 

  • To delete a Rule, click the red X.

Once complete, click Save.

From here, you can schedule and log activities to:

Now that you've created your first activity, you should consider each touchpoint between your team and your customers and create custom activities for each touchpoint. Utilizing automated scheduling, you can totally manage all tasks for all team members, ensuring all team members stick to your standard operating procedures.

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